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Defined Benefit Plans, Including Cash Balance

7,224 topics in this forum

  1. March 31, 2009 EP News application

    By Guest Xerxes,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  2. 101(f) Annual Funding Notice

    By waid10,
    • 6 replies
    • 2.2k views
    • Guest
    • Guest

  3. ERISA 4010 reporting

    By Gary,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  4. Quarterly Contributions/2008 Schedule SB

    By JAY21,
    • 20 replies
    • 4.8k views
    • Guest
    • Guest

  5. Deduction Timing

    By 12AX7,
    • 3 replies
    • 1.7k views

  6. Required Minimum Distributions

    By Lori Foresz,
    • 3 replies
    • 1.9k views

  7. incorrect Plan number

    By HiVi,
    • 3 replies
    • 1.9k views

  8. 402(f) Notice

    By Andy the Actuary,
    • 0 replies
    • 1.2k views

  9. DB interest rates changing from Treas rates to Bond rates

    By Lori H,
    • 4 replies
    • 1.3k views

  10. Segment Rates for 1/1/2009 small DB valuation

    By carrots,
    • 1 reply
    • 1.3k views

  11. Data for Non Discrimination Testing, Distributions

    By Gary,
    • 0 replies
    • 1.4k views

  12. Election Package Where No Restrictions Apply

    By Andy the Actuary,
    • 4 replies
    • 1.7k views

  13. Contrib. within Deductible Limits but not deducted

    By JAY21,
    • 5 replies
    • 1.6k views

  14. Top-heavy DC/DB where DB is Frozen

    By Lou S.,
    • 2 replies
    • 2.3k views

  15. Overfunded Union Plan - how to terminat/merge/convert?

    By Guest Dressageho,
    • 10 replies
    • 2.8k views
    • Guest
    • Guest

  16. So Where's the Protection?

    By Andy the Actuary,
    • 3 replies
    • 1.5k views
    • dmb
    • dmb

  17. Former HCE

    By Andy the Actuary,
    • 8 replies
    • 2.2k views

  18. Effective Interest Rates

    By carrots,
    • 2 replies
    • 1.9k views

  19. NRAs under age 62

    By JAY21,
    • 2 replies
    • 1.2k views

  20. underfunded DB and deferred comp plan limits

    By DMcGovern,
    • 2 replies
    • 1.4k views

  21. Annual Funding Notices

    By AndyH,
    • 4 replies
    • 1.8k views

  22. Eoy Val and quarterly contributions

    By abanky,
    • 4 replies
    • 1.5k views

  23. PBGC Premiums for 1st year filing

    By jkdoll2,
    • 5 replies
    • 2.8k views

  24. yield curve & election months

    By HiVi,
    • 5 replies
    • 1.9k views

  25. Eliminating Lump Sum Option

    By Andy the Actuary,
    • 12 replies
    • 2.8k views

  26. waiver of accrued benefit

    By Guest lip,
    • 2 replies
    • 1.7k views

  27. Lump Sum implications of WIDE treasury-to-Corporate spread

    By Guest DBPension,
    • 4 replies
    • 1.9k views

  28. SE Tax on Partner's Partnership DB Contributions?

    By Guest Bawana,
    • 1 reply
    • 1.6k views

  29. 436 Notice Required?

    By Penman2006,
    • 6 replies
    • 2.2k views

  30. Selecting Worst Interest Scenario

    By Andy the Actuary,
    • 7 replies
    • 1.9k views

  31. Amending to remove COLAs

    By Guest erepper,
    • 2 replies
    • 1.4k views

  32. 1st year Cash Balance Plan

    By jkdoll2,
    • 15 replies
    • 4.3k views

  33. Restricted Benefits and Alternate Payees

    By davef,
    • 16 replies
    • 3.6k views

  34. PBGC Premium Cap

    By Guest Deflector,
    • 1 reply
    • 1.8k views

  35. Remove Lump Sum Distributions from DB Plan

    By 12AX7,
    • 4 replies
    • 1.5k views

  36. Lump Sum restriction for top 25 ?

    By Guest DBPension,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  37. More Annual Funding Notice

    By dmb,
    • 15 replies
    • 2.7k views
    • Guest
    • Guest

  38. large plan valuations administration

    By Guest lip,
    • 10 replies
    • 2.2k views

  39. Soc. Sec. Level Income Option

    By Penman2006,
    • 2 replies
    • 2.5k views

  40. Non discrimination testing

    By Gary,
    • 0 replies
    • 1.3k views

  41. Questions for 2008 Valuation

    By Guest naveen,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  42. Purchase of Life Insurance Policy

    By bzorc,
    • 0 replies
    • 1.2k views

  43. Plan Loans

    By Gary,
    • 2 replies
    • 1.6k views

  44. Excise Tax Primer

    By Guest RBlaine,
    • 7 replies
    • 1.8k views
    • Guest
    • Guest

  45. Recapture of AFTAP-restricted lump sum ?

    By Guest DBPension,
    • 2 replies
    • 1.4k views

  46. Any EA Conference News?

    By AndyH,
    • 16 replies
    • 2.9k views

  47. Lump Sum Under $5,000

    By Dougsbpc,
    • 1 reply
    • 2.7k views

  48. Plan obligations on 2009 Lump Sum Restrictions

    By Guest DBPension,
    • 3 replies
    • 1.4k views

  49. So, what is paid?

    By Andy the Actuary,
    • 9 replies
    • 2.4k views

  50. Mortality Table Election

    By Andy the Actuary,
    • 2 replies
    • 1.4k views
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